Job summary
Job post source
This job is directly from Cassaday & Company, Inc.
Job overview
The Financial Planning Manager at Cassaday & Company is responsible for leading financial planning efforts and managing a team to develop comprehensive financial strategies, ensuring service excellence and growth.
Responsibilities and impact
Daily responsibilities include managing a team of over 10, providing training and performance feedback, overseeing financial planning services, and ensuring compliance with regulatory requirements.
Compensation and benefits
The benefits package includes healthcare options, 401(k), paid time off, a hybrid work environment, wellness programs, and education assistance.
Experience and skills
Candidates should have a Bachelor's degree, CFP certification, 6-10 years of financial planning experience, and at least 3 years of team management experience, along with strong communication and organizational skills.
Career development
Opportunities for professional growth include designing career development plans for team members and acquiring industry-related certifications.
Work environment and culture
Cassaday & Company values employee development and community service, recognized as a top workplace and one of the fastest growing companies in the country.
Company information
Founded in 1993, Cassaday & Company manages over $5.5 billion in assets and has received numerous accolades for its services and growth.
Team overview
The Financial Planning team consists of over 10 members, focusing on collaboration and professional development.
Job location and travel
The role offers a hybrid work environment with telework options, and is based in Virginia.
Application process
Candidates should prepare necessary documentation and follow specific application instructions as outlined in the job posting.
Unique job features
The position offers unique opportunities such as leading special projects and collaborating with internal data analytics to improve CRM systems.
Company overview
Cassaday & Company, Inc. is a financial advisory firm that provides comprehensive wealth management services, including investment management, financial planning, and retirement planning. They generate revenue through fees based on assets under management and financial planning services. Founded in 1993 by Stephan Cassaday, the firm has grown significantly, earning recognition for its client-centric approach and strong performance. Notably, Cassaday & Company has received multiple industry awards and accolades, highlighting its commitment to excellence and client satisfaction.
How to land this job
Position your resume to highlight your leadership capabilities and extensive experience in financial planning, specifically focusing on team management, performance feedback, and training, as these are key components of the Financial Planning Manager role at Cassaday & Company, Inc.
Emphasize your expertise in wealth management, tax strategy, and regulatory compliance to align with the firm's needs for a subject matter expert in financial planning.
Apply through multiple platforms, including Cassaday & Company’s corporate site and LinkedIn, to broaden your reach and visibility for this exciting opportunity.
Connect with professionals in the financial planning division at Cassaday & Company on LinkedIn to gather insights about the company culture and expectations; ice breakers could include discussing recent industry trends or asking about their experiences at the firm.
Optimize your resume for Applicant Tracking Systems (ATS) by incorporating relevant keywords from the job description, such as 'financial planning,' 'team management,' and 'regulatory compliance,' to enhance your chances of passing initial screenings.
Utilize Jennie Johnson's Power Apply feature, which can streamline your application process by customizing your resume, identifying the best application channels, and suggesting LinkedIn connections to network with, allowing you to focus your time effectively during your job search.
Jennie Johnson works for you!
Here’s what we do to make sure you’re successful:
Targeted Resume Revamp:
We expertly craft your resume to navigate Applicant Tracking Systems (ATS) and showcase your qualifications, making you stand out as a top-tier candidate.
Job Description Dissection:
Unpack the job posting with expert analysis, ensuring your application hits every key requirement.
Bespoke Cover Letter:
Capture the attention of hiring managers with a personalized cover letter that highlights how your skills align perfectly with the job's needs.
Interview Mastery:
Prepare for interviews like a pro with likely questions, strategic answers, and insightful questions for you to ask, setting you apart as an informed candidate.
Direct Application Insights:
Receive tailored advice on the best places to apply, ensuring your applications are seen by the right employers.
Skills and Gaps Assessment:
Identify and close critical skills gaps to position yourself as the best-fit candidate for your ideal job.
Personalized Email Pitch:
Make a memorable first impression with an email template crafted to engage potential employers and initiate meaningful conversations.
In-depth Research Guide:
Leverage comprehensive research tools to gather effective insights on companies, industry trends, and role-specific challenges.
Detailed Company Analysis:
Gain in-depth understanding of your prospective employer, giving you the edge in applications and interviews.
Strategic Candidate Overview:
Understand your unique value and why companies would want to interview you, highlighting your background and positioning.